Bernardo Wealth Planning LLC Vanguard Bd Index Fd Inc Inter Transaction History

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 66,694 shares of BIV stock, worth $4.97 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

66,694

Previous 51,719 28.95%

Holding current value

$4.97 Million

Previous $3.87 Million 32.46%

% of portfolio

1.24%

Previous 1.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$74.26 - $78.84 $1.11 Million - $1.18 Million	14,975 Added 28.95%	66,694 $5.13 Million
Q2 2024 Jul 10, 2024	BUY	$73.13 - $75.43 $125,344 - $129,287	1,714 Added 3.43%	51,719 $3.87 Million
Q1 2024 May 07, 2024	SELL	$74.51 - $76.61 $69,666 - $71,630	-935 Reduced 1.84%	50,005 $3.77 Million
Q4 2023 Jan 25, 2024	SELL	$70.49 - $76.74 $225,215 - $245,184	-3,195 Reduced 5.9%	50,940 $3.89 Million
Q3 2023 Oct 30, 2023	BUY	$72.11 - $75.67 $2.34 Million - $2.46 Million	32,493 Added 150.14%	54,135 $3.91 Million
Q2 2023 Jul 21, 2023	BUY	$74.96 - $77.47 $91,001 - $94,048	1,214 Added 5.94%	21,642 $1.63 Million
Q1 2023 May 05, 2023	BUY	$73.57 - $77.31 $84,973 - $89,293	1,155 Added 5.99%	20,428 $1.57 Million
Q4 2022 Jan 30, 2023	BUY	$71.64 - $76.32 $1.38 Million - $1.47 Million	19,273 New	19,273 $1.43 Million

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

Put Options Held

53.2K

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About VANGUARD BD INDEX FD INC INTER

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Bernardo Wealth Planning LLC Vanguard Bd Index Fd Inc Inter Transaction History